Archive for February 2024
Investments in U.S. Real Estate Investment Trusts (REITs)
INVESTMENT COMMITTEE COMMENTARY February 2024 Stocks ended February on a high note with the S&P 500 and Nasdaq 100 notching all-time highs. Technology companies, particularly those linked to artificial intelligence (AI), helped drive stocks. Inflation data released at the end of the month was in line with expectations, which also supported stocks. February’s gains marked…
Read MoreFinancial Planning in Higher Interest Rate Environments
Over the last several years, interest rates have risen dramatically affecting both short and long-term rates. In recent months, the Federal Reserve has indicated their plan to reduce interest rates several times in 2024 and 2025, rather than continue the interest rate hikes of the last several years. Some people have forecast that this will…
Read MoreJMG Announces Nine New Principals
We are pleased to announce that the following team members have been promoted to Principals at the firm. Each individual has served a critical role to the growth of the firm with an average tenure of over 20 years with JMG. We appreciate their loyalty and dedication to the firm and to the clients we…
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